Global Markets Client Onboarding Manager

Bank of America; Chester; On-site; GBP 30,000 - 60,000; Full time

Job summary

Join a dynamic team as a Global Markets Client Onboarding Analyst at a leading financial institution. This role offers a unique opportunity to manage the onboarding process for institutional clients, ensuring compliance with regulatory standards while providing an exceptional client experience. You will collaborate with various internal teams, driving innovative solutions and enhancing client service models. With a commitment to diversity and inclusion, this firm fosters a supportive environment for personal and professional growth. Take the next step in your career and make a meaningful impact in the financial industry.

Benefits

Private Healthcare

Competitive Pension Plan

Life Assurance

Back-up Childcare

Flexible Benefits

Emotional Wellbeing Helpline

Charity Donation Matching

Arts & Culture Membership

Volunteering Opportunities

Qualifications

• Experience in client onboarding or a similar client-facing role in financial services.
• Strong understanding of AML/KYC and regulatory requirements.

Responsibilities

• Manage end-to-end onboarding for institutional clients across various business lines.
• Liaise with internal teams to ensure all onboarding requirements are met efficiently.

Skills

Client Onboarding

Account Management

AML/KYC Regulations

Communication Skills

Organizational Skills

Tools

Workflow Tools

Onboarding Platforms

Job description

Job Description:

Job Title: Global Markets Client Onboarding Analyst

Corporate Title: Officer

Location: Chester

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Location:

Be part of something special at Bank of America Chester. Part of a leading global financial institution, we are looking for high potential individuals to join us in driving our people forward. Bank of America Chester is an exciting, diverse workplace where we are committed to delivering a great client experience to the businesses and individuals who call Chester home. Join our team today and find a rewarding, global career.

Job Description:

The Global Markets Client Onboarding team are a fast-paced, client-facing team that owns the end-to-end onboarding experience for both new and existing clients. Partnering closely with our Sales and Trading desks, we define requirements, then guide clients through the process to meet all Tax, Credit, Legal, AML/KYC and Regulatory standards. Throughout the onboarding journey, we provide clear and timely updates to both clients and internal stakeholders, keeping everyone aligned and informed. We coordinate across multiple teams to secure approvals and system setup, ensuring a seamless and efficient path to trading.

Responsibilities:

• Manage the end-to-end onboarding process for institutional clients across various lines of business.
• Act as the primary point of contact for clients during onboarding, delivering a timely and compliant client onboarding experience.
• Liaise with internal teams, including Sales, Trading, Legal, Credit, AML/KYC and Operations to ensure all onboarding requirements are met efficiently.
• Monitor and communicate onboarding progress with key stakeholders, proactively addressing roadblocks or delays.
• Ensure data accuracy and system readiness to enable clients for trading upon completion of onboarding.
• You will be the voice of the client, enabling the strategic development of the client service model and technology platforms.
• You will participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• You will ensure Bank of America is industry leading in onboarding – exceeding expectations, enhancing the onboarding/integration client experience, aligning with client strategies, themes and ensuring we deliver against strategic plans for best-in-class onboarding.
• You will protect existing revenue and enable new revenue through onboards and mandates won for multi-fund launches.

Requirements:

• Experience in client onboarding, account management or a similar operations/client-facing role within financial services.
• An understanding of AML/KYC, regulatory and documentation requirements for institutional client onboarding.
• Excellent communication and interpersonal skills, with the ability to build trust with clients and internal teams.
• Highly organized with the ability to manage multiple onboarding processes simultaneously in a fast-paced environment.
• Proficiency in using workflow tools and familiarity with onboarding platforms is a plus.

Other Skills:

• Excellent communication skills and ability to present to a senior audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised. Able to manage own time and know when to escalate.
• Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward.
• Experience in connecting with a diverse set of clients to understand future business needs.
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in the value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.

Benefits of working at Bank of America

UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
• 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum.
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
• Use of a flex fund to use towards benefits.
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area.

Bank of America

Good conduct and sound judgment are crucial to our long-term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependents, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications, and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.